Santa Monica Partners’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.92M | Hold |
4
| – | – | 1.7% | 8 |
|
2025
Q1 | $3.19M | Hold |
4
| – | – | 1.75% | 8 |
|
2024
Q4 | $2.72M | Hold |
4
| – | – | 1.47% | 8 |
|
2024
Q3 | $2.77M | Hold |
4
| – | – | 1.63% | 8 |
|
2024
Q2 | $2.45M | Hold |
4
| – | – | 1.64% | 8 |
|
2024
Q1 | $2.54M | Hold |
4
| – | – | 1.75% | 8 |
|
2023
Q4 | $2.17M | Hold |
4
| – | – | 1.61% | 8 |
|
2023
Q3 | $2.13M | Hold |
4
| – | – | 1.64% | 9 |
|
2023
Q2 | $2.07M | Hold |
4
| – | – | 1.68% | 10 |
|
2023
Q1 | $1.86M | Hold |
4
| – | – | 1.51% | 10 |
|
2022
Q4 | $1.88M | Hold |
4
| – | – | 1.36% | 10 |
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 1.22% | 10 |
|
2022
Q2 | $1.64M | Hold |
4
| – | – | 1.22% | 9 |
|
2022
Q1 | $2.12M | Hold |
4
| – | – | 1.48% | 9 |
|
2021
Q4 | $1.8M | Hold |
4
| – | – | 1.15% | 9 |
|
2021
Q3 | $1.65M | Hold |
4
| – | – | 1.07% | 10 |
|
2021
Q2 | $1.67M | Hold |
4
| – | – | 1.04% | 9 |
|
2021
Q1 | $1.54M | Hold |
4
| – | – | 0.99% | 9 |
|
2020
Q4 | $1.39M | Hold |
4
| – | – | 1.03% | 8 |
|
2020
Q3 | $1.28M | Hold |
4
| – | – | 1.15% | 9 |
|
2020
Q2 | $1.07M | Hold |
4
| – | – | 0.74% | 9 |
|
2020
Q1 | $1.09M | Hold |
4
| – | – | 1.13% | 7 |
|
2019
Q4 | $1.36M | Hold |
4
| – | – | 1.13% | 9 |
|
2019
Q3 | $1.25M | Hold |
4
| – | – | 1.08% | 10 |
|
2019
Q2 | $1.27M | Hold |
4
| – | – | 1.07% | 10 |
|
2019
Q1 | $1.21M | Hold |
4
| – | – | 1.09% | 10 |
|
2018
Q4 | $1.22M | Hold |
4
| – | – | 1.34% | 10 |
|
2018
Q3 | $1.28M | Hold |
4
| – | – | 1.04% | 10 |
|
2018
Q2 | $1.13M | Hold |
4
| – | – | 1.06% | 10 |
|
2018
Q1 | $1.2M | Sell |
4
-1
| -20% | -$299K | 1.29% | 10 |
|
2017
Q4 | $1.49M | Buy |
+5
| New | +$1.49M | 1.34% | 10 |
|